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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst26 years in industry

JORDAN HELLER

Advisor at BEACON POINTE ADVISORS, LLC

NEWPORT BEACH, CA | Summitt, NJ

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Search this name across graphsid dfx:ria:e5031bf9-2e24-d56e-5be0-3c9a39f69545

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 21, 2005 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BEACON POINTE ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 9, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S65|S63
First exam: Feb 9, 2000
First registration: Apr 21, 2005
Dual registered: no
Other names: JORDAN HELLER
IAPD individual key: 1887838

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BEACON POINTE ADVISORS, LLC	Independent wealth	Apr 10, 2019	n/a	yes	Summitt, NJ\|NEWPORT BEACH, CA	Current employment
BEACON POINTE WEALTH ADVISORS, LLC	Former SEC adviser	Apr 18, 2019	Apr 27, 2020	no	Summit, NJ\|NEWPORT BEACH, CA	Previous registration
HELLER WEALTH ADVISORS, LLC.	Former SEC adviser	Apr 1, 2011	May 7, 2019	no	SUMMIT, NJ	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	May 3, 2005	Mar 31, 2011	no	NEW YORK, NY\|ROSELAND, NJ	Previous registration
AEPG WEALTH STRATEGIES	Former SEC adviser	Apr 21, 2005	May 23, 2005	no	WATCHUNG, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BEACON POINTE WEALTH ADVISORS, LLC	n/a	Apr 27, 2020	n/a	n/a	Departure no registered destination	Departure
HELLER WEALTH ADVISORS, LLC.	BEACON POINTE ADVISORS, LLC	May 7, 2019	Apr 10, 2019	-27	Firm change	RIA to RIA
NFP ADVISOR SERVICES, LLC	HELLER WEALTH ADVISORS, LLC.	Mar 31, 2011	Apr 1, 2011	1	Firm change	Other
AEPG WEALTH STRATEGIES	NFP ADVISOR SERVICES, LLC	May 23, 2005	May 3, 2005	-20	Firm change	Other

Relationships

Registered with (5)

→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: current employment
Apr 10, 2019 to presentfactForm ADV
→ BEACON POINTE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 18, 2019 to Apr 27, 2020factForm ADV
→ HELLER WEALTH ADVISORS, LLC.Registered adviserregistration: previous registration
Apr 1, 2011 to May 7, 2019factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
May 3, 2005 to Mar 31, 2011factForm ADV
→ AEPG WEALTH STRATEGIESRegistered adviserregistration: previous registration
Apr 21, 2005 to May 23, 2005factForm ADV

Dated events

No dated event names this entity yet.